RBF Capital’s H&R Block HRB Stock Holding History

RBF Capital’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$476K	Hold	15,000	–	–	0.02%	374
2025 Q4	$654K	Hold	15,000	–	–	0.03%	364
2025 Q3	$759K	Hold	15,000	–	–	0.03%	351
2025 Q2	$823K	Hold	15,000	–	–	0.04%	340
2025 Q1	$824K	Hold	15,000	–	–	0.05%	321
2024 Q4	$793K	Hold	15,000	–	–	0.04%	325
2024 Q3	$953K	Hold	15,000	–	–	0.05%	300
2024 Q2	$813K	Hold	15,000	–	–	0.05%	303
2024 Q1	$737K	Hold	15,000	–	–	0.04%	335
2023 Q4	$726K	Hold	15,000	–	–	0.04%	319
2023 Q3	$646K	Hold	15,000	–	–	0.04%	315
2023 Q2	$478K	Hold	15,000	–	–	0.03%	368
2023 Q1	$529K	Hold	15,000	–	–	0.04%	329
2022 Q4	$548K	Hold	15,000	–	–	0.04%	327
2022 Q3	$638K	Hold	15,000	–	–	0.05%	292
2022 Q2	$530K	Hold	15,000	–	–	0.04%	339
2022 Q1	$393K	Hold	15,000	–	–	0.03%	389
2021 Q4	$353K	Hold	15,000	–	–	0.02%	402
2021 Q3	$375K	Hold	15,000	–	–	0.02%	380
2021 Q2	$352K	Hold	15,000	–	–	0.02%	392
2021 Q1	$327K	Hold	15,000	–	–	0.02%	359
2020 Q4	$238K	Hold	15,000	–	–	0.02%	344
2020 Q3	$244K	Sell	15,000 -5,000	-25%	-$73.5K	0.02%	298
2020 Q2	$286K	Hold	20,000	–	–	0.03%	300
2020 Q1	$282K	Hold	20,000	–	–	0.04%	275
2019 Q4	$470K	Hold	20,000	–	–	0.04%	260
2019 Q3	$472K	Hold	20,000	–	–	0.05%	242
2019 Q2	$586K	Hold	20,000	–	–	0.06%	222
2019 Q1	$479K	Hold	20,000	–	–	0.06%	229
2018 Q4	$507K	Hold	20,000	–	–	0.07%	203
2018 Q3	$515K	Hold	20,000	–	–	0.06%	234
2018 Q2	$456K	Hold	20,000	–	–	0.05%	239
2018 Q1	$508K	Hold	20,000	–	–	0.06%	221
2017 Q4	$524K	Hold	20,000	–	–	0.06%	213
2017 Q3	$530K	Hold	20,000	–	–	0.07%	203
2017 Q2	$618K	Hold	20,000	–	–	0.08%	187
2017 Q1	$465K	Hold	20,000	–	–	0.06%	211
2016 Q4	$460K	Hold	20,000	–	–	0.07%	212
2016 Q3	$463K	Hold	20,000	–	–	0.08%	200
2016 Q2	$460K	Hold	20,000	–	–	0.09%	197
2016 Q1	$528K	Hold	20,000	–	–	0.1%	182
2015 Q4	$666K	Hold	20,000	–	–	0.13%	162
2015 Q3	$724K	Hold	20,000	–	–	0.15%	138
2015 Q2	$593K	Hold	20,000	–	–	0.11%	165
2015 Q1	$641K	Hold	20,000	–	–	0.13%	142
2014 Q4	$674K	Hold	20,000	–	–	0.14%	132
2014 Q3	$620K	Hold	20,000	–	–	0.14%	140
2014 Q2	$670K	Hold	20,000	–	–	0.16%	138
2014 Q1	$604K	Hold	20,000	–	–	0.15%	146
2013 Q4	$581K	Hold	20,000	–	–	0.14%	150
2013 Q3	$533K	Hold	20,000	–	–	0.14%	144
2013 Q2	$555K	Buy	+20,000	New	+$571K	0.16%	140

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RBF Capital's HRB Position: Q1 2026 in Review

RBF Capital held its H&R Block (HRB) position steady in Q1 2026 at 15,000 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #374.

RBF Capital first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $953K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

RBF Capital held 15,000 shares of H&R Block worth $476K as of Q1 2026.
RBF Capital left its H&R Block share count unchanged in Q1 2026.
H&R Block made up 0.02% of RBF Capital's portfolio in Q1 2026, its #374 holding.
RBF Capital first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
RBF Capital's H&R Block position peaked at $953K in Q3 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on RBF Capital's 13F filing for Q1 2026, filed 15 May 2026.